- Liquidity Energy Ethanol Report
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- Ethanol Market Update - 7/1/25
August 1, 2025
Overview
Executive Summary
Ethanol production edged up today to 420,175 MMBTU, as utilization rose to 73%. The increase was led by POET Coon Rapids, while POET Fairmont pulled back after yesterday’s strength.
Daily Production Change: +4,235 MMBTU
Largest Increase in Production: POET Biorefining – Coon Rapids
Largest Decrease in Production: POET Fairmont
Plants Above Utilization Average: 37
Plants Below Utilization Average: 28
Percent of Plants Below 2-Year Average: 42%
Market Insight
With today’s total at 420,175 MMBTU, the 7-day rolling average climbs to 415,442 MMBTU. While gains were modest, consistency above the 2-year norm suggests supply-side firmness heading into July.
Production Overview
Metric | Value |
|---|---|
Total Ethanol Produced | 420,175 MMBTU |
7-Day Rolling Avg. | 415,442 MMBTU |
2-Year Rolling Avg. | 386,525 MMBTU |
Utilization Rate | 73% |
Plant-Level Insights
Top Production Gain (Day-over-Day):
• POET Biorefining – Coon Rapids
Top Production Loss (Day-over-Day):
• POET Fairmont
EIA Weekly Estimate
Week Ending | Estimated Production |
|---|---|
6/28/2025 | 1,070,000 barrels/day |
Technicals
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